Croesus Central
Modeling and automated rebalancing solution
Croesus Central is a flexible rebalancing solution that brings together modeling, automated rebalancing, and compliance monitoring.
Automated rebalancing solution
Automate rebalancing
Customizable solution
Ensure intrinsic compliance
Optimize after-tax returns
Solution overview
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Modeling and automated rebalancing
Give your clients and advisors flexibility:
- Maximization of operational efficiency
- Minimization of compliance risks
- Reduction in accounting costs
- No additional overheads
- Customizable solution for each user
- Support modelling at the UMA, UMH and SMA levels with ability to segregate for externally managed accounts/sleeves
- Minimization of churn, trading cost, and tax implications from unnecessary or excessive trading
Croesus Central accommodates a wide range of clients and lets you choose the best way to manage them through multiple models.
Integrated compliance workflow gives you all the control you need while aligning the manager’s investment strategy with client investment policy statements and compliance.
Intrinsic compliance
Improving the productivity of your work:
- Ensure continuous compliance and reduce breaches using multi-level constraints
- Save time and resources with the automated compliance breach resolution module
- Speed up compliance work with Croesus Central’s library of over 100 predefined rules
Automated order management
The solution supports many market-leading OMS:
- Electronic messaging and queuing with large trading systems
- View of fiscal and compliance impacts of proposed transactions
- Global and team-based view of all pending transactions in trade blotter
Croesus Central
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Resources
Factsheet
Croesus Central
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